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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,515 | $115,814+18.7% | $101,275+35.8% | $158,982-13.5% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 7.66% | 56.16%-48.5pp | 46.48%-38.8pp | 302.99%-295.3pp |
| Employer contribution / active EE | $2,332 | $4,176-44.2% | $3,660-36.3% | $4,763-51.0% |
| Participant deferral / active EE | $5,182 | $4,958+4.5% | $4,371+18.6% | $5,983-13.4% |
| Admin fee / account holder | $24,008 | $7,249+231.2% | $5,948+303.6% | $11,252+113.4% |